Working with clients in the financial services industry for the better part of a decade, Sean Donahue has built the experience, reputation and network of professionals needed to customize and deeply serve his client’s needs, desires and long-term goals.

By trade, Sean was a general contractor working with residential homeowners and custom remodels. This gives Sean a distinct perspective and desire and ability to work with business owners and executives. He understands many of the complexities and needs having been there himself.

For a brief time after deciding to close the construction company and moving back to his hometown, he worked in the automotive sales industry and then transitioned to the financial services industry.
Sean says the financial industry is a people business. He and his team focus on people, they’re unique desires, needs, and work to custom design a plan to help pursue their desired outcomes.

Whether you’re an individual about to retire and have questions about making your money last and generating income, or the business owner trying to solve your own and employee needs, we have the tools, knowledge, experience and resources to partner with you.

Sean is happily married to his wife, Breanna, and has three children. Breanna is self-employed, working as a freelance content creator for Amazon and she manages the kids’ school activities and sports.